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Portfolio (Quarterly) Guide ↗

Horizons Wealth Management

· CIK 0001943228
13F Portfolio $152M AUM 173 positions Filed Apr 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 170 New 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 VHT VANGUARD HEALTH CARE ETF 50 $14K 0.01% SOLD
2 GLD SPDR GOLD SHARES Financial Services 11 $4K 0.00% SOLD
Sector Allocation
Financial Services 27.1%
Technology 24.4%
Industrials 16.1%
Communication Services 11.7%
Consumer Cyclical 9.9%
Healthcare 8.9%
Consumer Defensive 1.1%
Real Estate 0.8%
Basic Materials 0.1%